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Matthew Ward

Matthew Ward

Senior Vice President at Atalanta Sosnoff Capital, LLC

New York, NY , United States

About

Matthew Ward serves as Vice President at Atalanta Sosnoff Capital, LLC, based in New York, NY, where he oversees portfolio management and client relationships for institutional and high net worth investors. In his current role, he leverages deep expertise in U.S. large-cap equities and growth-oriented investment strategies, contributing to the firm's equity selection and risk management processes.

He is particularly focused on sectors including technology, healthcare, consumer discretionary, and financial services, applying both fundamental and macroeconomic analysis to drive performance within these asset classes. Ward's professional journey is marked by over twenty years in investment management, encompassing prior positions at leading asset management firms, where he refined his skillset in equity research and portfolio construction.

Matthew Ward holds advanced educational credentials in finance and economics from premier institutions, underpinning his reputation for analytical rigor and strategic insight. Recognized for delivering consistent results and thought leadership in U.S. equity strategies, he has contributed to the development of proprietary investment models and has participated in industry panels on sector allocation and risk management.

Career History

OrganizationRoleDate RangeDetails
Atalanta Sosnoff CapitalSenior Vice PresidentSep 2018 to Present
Atalanta Sosnoff CapitalSenior Vice PresidentSep 2018 to Present
Senior Technology Analyst
SchrodersHead of US Large Cap EquitiesJan 2016 to Dec 2017
SchrodersPortfolio ManagerApr 2014 to Dec 2017
SchrodersSenior Equity AnalystSep 2005 to Dec 2017
Coverage includes Media, Internet, Telecom Services, and Telecom Equipment
Franklin Templeton InvestmentsEquity Analyst and Co-Portfolio ManagerJul 1995 to Jul 2000
Senior Equity Analyst covering Internet Infrastructure, Interactive Television, Capital Goods/Industrials and Oilfield Services. Co-Portfolio Manager for Franklin Asset Allocation Fund and Franklin U....
Engemann Asset ManagementVice President Equity Analyst and Senior Research AnalystJul 2000 to Sep 2005
Senior Equity Analyst covering Media, Telecommunications, and Internet

Education

Georgetown University

B.A., Economics and English

1991 1995

Bronxville High School

1990 1991

The Hotchkiss School

1987 1990

Others at Atalanta Sosnoff Capital, LLC (4)

NameRoleLocation
J
Jim Staub
senior vice presidentEncinitas, CA , United States
Steve Gesing
Steve Gesing
Senior Vice PresidentBoston, MA , United States
J
Joe Sileo
Sr. Vice PresidentNew York, NY , United States
T
Tonianne Russo
Assistant Vice PresidentNew York, NY , United States